Testimonials

Discover how Optimal Advisor AI has transformed the work of financial professionals, driving efficiency, growth, and innovation through cutting-edge AI solutions.

Real Stories, Real Results

Our clients have experienced firsthand the transformative impact of AI on their practices. From optimizing workflows to enhancing client engagement, see how AI-driven solutions have helped financial professionals elevate their business to new heights.

How We Work With Financial Advisors

AI Workshop Introduction

A foundational session designed to ease financial advisors into the world of AI, highlighting 2-3 personal and professional AI use cases to spark early comfort in prompt engineering.

Comprehensive Courses

Tailored educational experiences offering deep dives into AI trends and “ninja” prompting, complete with real-world examples designed for financial advisors, plus the bonus of free monthly office hours for ongoing learning and support.

Productivity Tools

A dedicated stream of skill-building insights and best practices delivered monthly, focusing on new prompting techniques and including valuable cheat sheets to keep financial advisors at the forefront of AI application.

Firm Consulting

Personalized consulting services acting as a trusted partner and sounding board for financial advisory firms, aimed at identifying and implementing AI solutions to tackle company-specific challenges and drive innovation.

Speaking Engagements

Engaging and informative presentations delivered to audiences, aiming to educate financial professionals or their clients on the transformative potential of AI within the financial sector.

Serge B.

Chairman of the Board
"As the chairman of an Association Board consisting of 15 exceptionally busy executives from investment, technology, consulting, and legal firms, I wanted to thank my board for their dedication. At our annual Board strategy session, I invited Optimal AdvisorAI to educate us on how best to leverage AI. My goal was to give our Board the "gift of time" to enrich their personal and professional lives. The training exceeded our expectations! They revealed how AI could propel us forward not only individually but also in advancing our association's mission, deliverables, and the industries we serve. Optimal AdvisorAI is empowering the next generation of leaders, enabling them to concentrate on critical thinking and problem-solving with AI solutions to answer the most important questions quickly and efficiently. Well done Optimal AdvisorAI!"

Charles P.

President / CEO Financial Advisor
"Like many others, we are unsure of what AI could bring to our practice. After some research, I contacted Optimal AdvisorAI and participated in several webinars and phone conversations. It became readily apparent that the Optimal team had spent the time understanding the power of AI and what it could bring to our business. We have begun particularly in communicating with our clients. We paid for our investment in the course in less than one week. Our opinion is that if you do not investigate and implement AI into your practice, then you will fall behind. We are thrilled to work with the Optimal AdvisorAI team and look forward to continuing partnership."

Dave M.

Financial Services Professional
"I wasn't sure how AI could help me, but this course opened my eyes. It's easy to follow and implement, even for someone like me who isn't very tech-savvy. I've saved so much time already!"

Tom M.

Global Media Executive

"I didn't know where to start with AI. Everything I read told me to learn it for my business and my career. But it was so overwhelming, and I didn't feel I had the time.

Then I started working with Optimal AdvisorAI. Suddenly, I was doing work in a fraction of the time. Using ChatGPT and other AI tools jump started the work I was doing in developing new business. I used it to get appointments, create presentations and craft email responses that popped! I'm a fan of the Optimal Team."

Jordan R.

Marketing Consultant for RIAs, Wealth Advisors, and Family Offices
"Working with Optimal Advisor AI felt more like a partnership than hiring a services firm. They not only educated our team but also tailored their approach to meet the specific needs of each department. From internal research improvements to enhancing client marketing efforts, AI has now become an integral part of our operations. The immediate employee satisfaction and efficiency gains are proof of the value Optimal brings. I highly recommend them as a forward-thinking AI partner, especially in this rapidly changing landscape."

Paul P.

Owner / Financial Planner
"I knew very little about AI before I had an initial phone call with the team at Optimal AdvisorAI.  They took the topic that I thought was quite confusing and distilled it down with easy to understand instructions and I left my initial call not only with the ability to at least start playing with ChatGPT but more so with some enthusiasm. Their course accelerated my knowledge and understanding to where I feel more comfortable engaging with the technology. It was hard not to become enthusiastic as the team there clearly has heightened passion around the topic."

Jeff S.

Financial Planner & Partner

"I recently had the pleasure of hosting a webinar for my clients with Optimal Advisor AI, and it was nothing short of exceptional. Optimal’s ability to demystify and simplify AI concepts made the subject accessible and engaging for all, including our older clients who may generally shy away from new technology.

Optimal AdvisorAI not only educated but also inspired confidence in our clients about the potential of AI in their everyday life. The feedback has been overwhelmingly positive, they effectively bridged the generational gap, making AI understandable and relevant for everyone, regardless of age."

Jess M.

Client Service Director
"Optimal Advisor AI’s course was eye-opening on the capabilities!  They provided a great overview on some of the AI tools available and even better showed how to best harness their power and to craft effective prompts.  Thanks to this course I can see the possibilities for using AI on multiple tasks each week, which will be a true time-saver."

Preston R.

Owner/RIA
"Before the Optimal Advisor AI training, I did not use AI at all. After the course I immediately signed up for a paid team version of ChatGPT and began using it with our entire team. Since the training and implementation of the tool it has saved myself and my team time, energy, and helped make us more efficient. Having Optimal Advisor guide me through how to implement this new technology into your daily routine and practice is invaluable. Without the training, I doubt I or my team would be using any of the technology. We have a short window for this to give us a competitive advantage."

Jonathan E.

President
"To assess the relevance of AI for saving time on daily tasks, we invited Optimal AdvisorAI to present to one of our association’s committees. The presentation featured detailed, tailored examples, highly relevant to our association and its members. The feedback was overwhelmingly positive, prompting us to organize a session for our Board of Directors on effectively leveraging AI in their day-to-day roles. As expected, our board members were highly impressed and found the session incredibly beneficial. We highly recommend Optimal AdvisorAI."

David H.

Fixed Income Professional

"As an experienced investment professional with over 30 years in the fixed income sector, I recently participated in an introductory AI course offered by Optimal Advisor AI for members of the financial community. 

The session was exceptionally well-organized and presented, providing a comprehensive overview that was both informative and professional. I found the content easy to understand, despite my limited background in AI. The presenters utilized a slide presentation that was clear and concise, adding significant credibility to the content. The slides were thoughtfully designed to illustrate concepts in a straightforward manner.

The practical use examples shared during the session were highly relevant to our day-to-day operations as investment professionals. These examples not only demonstrated the potential of AI to enhance decision-making processes but also highlighted how AI can be integrated into existing workflows to improve efficiency and outcomes for clients."